Practice Assurance monitoring

To ensure all visits run as smoothly as possible, please ensure that key principals and staff at the firm are present during the visit and that all information requested is available. This may require some advanced planning if your firm is now adopting a hybrid working model. It is important that we receive timely responses to our queries whilst on site, otherwise the process may become protracted and may result in our reviewer needing to return at a later date to complete the visit.

In the case of unforeseen circumstances in the days leading up to your visit, please tell us by emailing qadvisits@icaew.com and we can agree an appropriate solution.

Read more about your PA review in our leaflets

• Your ICAEW Practice Assurance Onsite Review
• Your ICAEW Practice Assurance Telephone Review
• Your ICAEW Practice Assurance Desktop Review

• What is the ICAEW Practice Assurance scheme?
• Practice Assurance Regulations
• Practice Assurance fundamentals
• PA reports, guidance and resources

Many times, issues with fees and commissions are a common problem seen during Practice Assurance monitoring reviews.

Consider using the RQ referral compliance tool

• RQ’s referral management platform
• RQ automated compliant fee sharing for accountants